Independent Advisers WA
Financial Services - Geraldton, Western Australia, Australia
Independent Advisers WA Employees
Independent Advisers WA Details
Established in 2011, Indian Ocean Financial Services is fast becoming the only place in the Midwest for serious financial planning clients that seek honest, free from institutional bias, and sensible and appropriate financial advice.Our founder and senior financial adviser, Mick Steffan (CFP® ) has been giving financial and business advice to clients and most financial planners in Geraldton since 1999.He is a Certified Financial Planner CFP® professional, which is also an Australian Registered Taxation Agent, and also is a SPAA Self-Managed Superannuation Specialist, providing the highest possible service in the financial industry to our valued clients.Mick, together with his small team, ensure their number one priority is the service and delivery of improving every clients financial situation.
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